Adding a follower to a task is easy! 1) Select the task for which you would like to add a follower, and notice the details panel that opens on the right. 2) Next, click “Invite”, which should appear under “History”, to the right. A list of team members/collaborators should drop down directly below the button. […]
Windows
How Do I Use the Gmail Plug-In to Integrate with Gmail?
The Google Chrome Add-On from Priority Matrix allows you to do the following: Turn emails into Priority Matrix tasks Prioritize Gmail Emails within Priority Matrix Set due dates to respond to your emails Share emails with team members There are two ways to do so. Using the Chrome Extension 1) Follow >> this link << […]
How to Use the Chrome Extension
Why should you use the Chrome extension? Well, it’s an efficient way to pair Chrome and your Inbox. Here are some of the top ways to use it: When using the Chrome extension, you can easily move a document, website, or even picture into Priority Matrix by clicking on the logo button. It can be […]
How Do I Reset Priority Matrix Settings on Windows?
You can easily re-set your Priority Matrix to it’s default setting by following these steps. 1. Go to Edit/Settings menu 2. Click on Reset Settings and Yes.
How Can I Rename a Project on Windows?
Click on the project name on the project list panel Click enter and start typing a new name
Automatic Email Forwarding to Priority Matrix with Gmail?
Priority Matrix lets you create new items by sending an email to a special address. You can create items in your own Priority Matrix inbox, or directly into a specific project. Combining this with Gmail’s powerful rule mechanism, it’s possible to configure a smart system that automatically classifies your most important emails directly into Priority […]
How Can I Sort My Tasks On Windows?
Priority Matrix allows you to sort your items the way you would like to, so that you could could keep what’s important for you at the top of the list. Go to the top right hand corner-> click on “Search and Sorting” and select the option that you like:
How Can I Mass Delete Items in My Inbox?
1) If you are on one of our desktop versions or web app, just select the items that you would like to remove (holding down ‘Control’ on Windows and ‘Command’ on Mac to select multiple items) -> right click -> delete/reject, or click the Trash Icon 2) You can not mass delete items […]
How Can I Refresh Daily/Weekly Reports Without Doing the Full Sync?
With ease! Just right click on page and click Reload
How Can I Remind my Team Members/Collaborators about a Task?
On Mac: Make sure that your team members are added as followers to the task, after that click on the task -> go to reminders section – > set the time of the reminder -> tick “Remind all followers”: On Windows: Make sure that your team members are added as followers to the task, after that click […]